Institutional Ownership Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX). We have compiled data on the 44 institutions that hold shares in the stock, with a total of 8.79 Million shares, which have been reported (via 13F filing form) to have a value of $258 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
21,894
shares
|
$643,245
0.0% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
21,252
shares
|
$624,383
0.33% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
16,756
shares
|
$492,291
0.01% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
14,225
shares
|
$417,930
0.12% of portfolio
|
Q3 2022
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
13,928
shares
|
$409,204
0.0% of portfolio
|
Q2 2024
Added 3.06%
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
13,136
shares
|
$385,935
0.02% of portfolio
|
Q2 2024
Added 4.14%
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
10,182
shares
|
$299,147
0.02% of portfolio
|
Q1 2024
Added 0.31%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
8,218
shares
|
$241,444
0.0% of portfolio
|
Q2 2024
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,994
shares
|
$234,863
0.0% of portfolio
|
Q3 2024
New holding
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
7,902
shares
|
$232,160
0.0% of portfolio
|
Q2 2024
New holding
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2024 Q2 2024 |
7,619
shares
|
$223,846
0.08% of portfolio
|
Q2 2024
New holding
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
6,317
shares
|
$185,593
0.02% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
3,176
shares
|
$93,310
0.01% of portfolio
|
Q2 2024
Reduced 22.08%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
3,000
shares
|
$88,140
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
3,000
shares
|
$88,140
0.01% of portfolio
|
Q2 2024
New holding
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
148
shares
|
$4,348
0.0% of portfolio
|
Q2 2024
Reduced 69.98%
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
2
shares
|
$58
0.0% of portfolio
|
Q1 2023
Reduced 97.73%
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
2
shares
|
$58
0.0% of portfolio
|
Q2 2022
Reduced 98.98%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|